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Estate planning: How to navigate the emotional journey of passing on your assets

Mumbai, Mar 4, 2024

It is often the anticipation of having to deal with emotional discomfort that discourages many families from devising an estate plan. It is important to recognise these emotions and deal with them constructively instead of leaving them unattended. SNEHA MAKHIJA, Head of Wealth Planning, Products & Solutions, Sanctum Wealth It is very common for individuals…

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It may take RBI few more months to start cutting rate: Roopali Prabhu of Sanctum Wealth

mumbai, Feb 13, 2024

Roopali Prabhu, CIO and Head of Products and Solutions at Sanctum Wealth, said that it may take a few more months for the RBI to start cutting the rate. She also expects global cues to be a factor in the timing of the rate cut. In an interview with MintGenie, Prabhu stated that PSU banks…

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ETMarkets Budget Talk: Planning to invest Rs 10 lakh? Invest in largecaps over next 2-3 months: Alekh Yadav

, Jan 23, 2024

“We think investors looking to invest in large caps could deploy it gradually over the next 2-3 months but those looking to invest in mid and smallcap could wait for better entry points,” says Alekh Yadav, Head of Investment Products, Sanctum Wealth. Markets are trading near record highs as we approach the Interim Budget 2024…

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ETMarkets Fund Manager Talk: In the run-up to elections, this fund manager shares a few investment strategies

Mumbai, Jan 18, 2024

While equities are steadily moving up and hitting new records, volatility could set in closer to the general elections. In such a scenario, Sanctum Wealth is recommending clients to shift exposure to largecaps and invest in sectors that are in a structural uptrend. “Our in-house recommendation to clients is to move towards large-cap universe as…

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